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DACUM Research Chart for HVAC/R Technician

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DACUM Research Chart for

HVAC/R Technician

DACUM Panel

Scott Enos

Commercial Sales Engineer

Carrier Enterprise Mid-Atlantic

Thomas Harrington

Training Coordinator

NAVFAC MID-LANT

Harlan Krepcik

Sales Manager

Carrier Enterprise Mid-Atlantic

Matthew Miller

Supervisor

Colonial Webb

Mark Monse

Mechanical Engineer Supervisor

NAVFAC MID-LANT

Paul Thurston

President/GM

Cox-Powell Corporation

Stanley Yeskolski

President

Investigative Inspection Services

Mike Yurcak

Owner

Clean Air Solutions, Gilbert and

Son Moisture

DACUM Facilitators

William Clement

Diann S. Holt

Sponsored by

Produced by

February 26-27, 2013

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DACUM Research Chart for HVAC/R Technician

A

Perform Safety/ OSHA Procedures

A-1 Maintain paper-work (e.g., lockout, tagout, update MSDS sheets, accident reports)

A-2 Identify personal protective equipment (PPE) (e.g., fall protection)

A-3 Attend training/education sessions (e.g., lift cert, ORM)

A-4 Monitor confine space (e.g., gas free space)

B

Perform Service Call

B-1 Acquire work order – arrive at job site

B-2 Adhere to safety practices B-3 Discuss problem with customer B-4 Check operation of system *

C

Maintain the HVAC/R System

C-1 Acquire work order – arrive at job site

C-2 Adhere to safety practices C-3 Communicate with customer (e.g., visual inspection) C-4 Maintain the chiller * C-12 Maintain furnace C-13 Maintain

control system (e.g., DDC, pneumatics) C-14 Maintain geothermal unit * C-15 Maintain renewable energy system ** C-23 Fill out paperwork

(e.g. customer, inventory)

D

Install HVAC/R System

D-1 Acquire work order

– arrive at job site D-2 Adhere to safety practices D-3 Communicate with customer D-4 Install duct system

D-12 Install make-up air units * D-13 Install heat pump * D-14 Install air handler * D-15 Install package units * D-23 Install geothermal unit *

D-24 Perform air and water balancing (e.g., observe system impact) D-25 Install refrigeration unit * D-26 Install ice machine *

E

Perform Comprehensive Start-Up Procedures

E-1 Acquire work order – arrive at job site

E-2 Adhere to safety practices

E-3 Communicate with customer

E-4 Evacuate and pre-charge piping system

E-12 Verify package unit operation

E-13 Verify furnace operation

E-14 Verify renewable energy system operation

E-15 Verify VAV systems operation

*Requires EPA Certification **May Require EPA Certification

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A-5 Inspect electrical tools/ equipment vehicle A-6 Oversee hygienic processes

A-7 Comply with EPA regulations (e.g., lead, asbestos, chemical treatment) B-5 Diagnose

and identify the problem * B-6 Educate the customer (e.g., get authorization) B-7 Repair the problem * B-8 Fill out paper work (e.g., customer inventory C-5 Maintain the boiler C-6 Maintain the cooling tower C-7 Maintain pumping package C-8 Maintain the fan coil unit * C-9 Maintain package units * C-10 Maintain air handler * C-11Maintain heat pump * C-16 Employ air quality devices (e.g., humidifier, UV lights) C-17 Maintain ERV/HRV systems C-18 Maintain make-up air unit * C-19 Maintain exhaust system C-20 Maintain VAV systems C-21 Clean ice machine (e.g., maintain) * C-22 Maintain refrigeration unit (e.g. gaskets, heaters, hinges) D-5 Install piping system * D-6 Install control wiring D-7 Install pumping package D-8 Install fan coil * D-9 Install the boiler D-10 Install the chiller * D-11 Install the cooling tower D-16 Install furnace D-17 Install control system (e.g., DDC, pneumatics) D-18 Install renewable energy system ** D-19 Install VAV systems D-20 Install exhaust system D-21 Install ERV/HRV systems D-22 Employ air quality devices (e.g. humidifier, UV lights, etc.) D-27 Install walk-in cooler/ freezer * D-28 Fill out paperwork (e.g., customer, inventory) E-5 Cycle system components E-6 Verify boiler operation

E-7 Verify chiller operation E-8 Verify cooling tower operation E-9 Verify make-up air unit operation E-10 Verify heat pump operation

E-11 Verify air handler operation E-16 Verify exhaust system E-17 Verify ERV/HRV system operation E-18 Verify geothermal unit operation E-19 Verify refrigeration unit operation E-20 Verify ice machine operation E-21 Verify water and air balancing

E-22 Fill out paper work (e.g., start-up sheets, etc.)

Acronyms

BAS – Building Automation Systems CO2 – Carbon Dioxide

CPR – Cardio Pulmonary Resuscitation DDC – Direct Digital Controls

EPA – Environmental Protection Agency ERV – Energy Recovery Ventilator HRV – Heat Recovery Ventilator

HVAC/R – Heating, Ventilation, Air Conditioning, and Refrigeration

IAQ – Indoor Air Quality

MSDS – Material System Data Sheet ORM – Operational Risk Management

OSHA – Occupational Safety Health Administration PPE – Personal Protective Equipment

PVC – Polyvinyl Chloride UV – Ultraviolet

VAV – Variable Air Volume

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Worker Behaviors

Adaptable Confident Determination Empathy Flexible Good Communicator Good listener Handy Hard worker Has common sense Has stamina Honest Humble Humility Integrity Multitasker Patient Personable Physically able Presentable Problem solver Productive Professional Proud Punctual Reliable Resourceful Safety conscious Self disciplined Self motivated Sense of humor Team player Technology literate Thick-skinned Thinker Trainable Willing to work Willingness to learn

Certifications

Associated Air Balancing Council (AABC) EPA Refrigerant Recovery Type I Certification EPA Refrigerant Recovery Type II Certification EPA Refrigerant Recovery Type III Certification Industry Competency Exam (ICE)

Journeyman's card

Journeyman -- Master card

National Air Duct Cleaners Association (NADCA) National Environmental Balancing Bureau (NEBB) North American Technical Exam (NATE)

General Knowledge and Skills

Future Trends and Concerns

Ability to measure Ability to read plans Ability to read schematics

Ability to use digital and analog multimeter Acute mechanical aptitude

Analytical skills

Brazing and welding skills Communication skills Computer skills Electrical knowledge First Aid/CPR Training

General construction knowledge General safety knowledge General trade tool knowledge Good driving skills

Knowledge of air distribution Knowledge of basic first aid Knowledge of CPR

Knowledge of OSHA regulations Knowledge of psychrometrics

Knowledge of using hand signals for crane operator Knowledge of using psychrometer

Knowledge of water distribution Math skills

Organizational skills Reading skills Time management

Understand refrigeration cycle Writing skills

Ability to inspect for mold and moisture Advertising trends and shifts

Air balancing BAS controls

Better understanding of air flow Educating customers and the public Effect of R22 becoming obsolete Energy efficiency

EPA certifications ERV/HRV systems

Global economy effects on the industry Government regulation trends

Inability to measure system capacity Journeyman’s license

Labor pool

Low barrier of entry into the HVAC industry Multistage modulating equipment

Negative air drying

Negative effects of crawl space moisture New equipment and technology

Online technical training Professional development Renewable energy Technical support

Understanding of anti-microbial Understanding of indoor air quality Understanding the building envelope Variable flow refrigerant systems Water treatment

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Tools, Equipment, Supplies and Materials

Acid test kit

Air compressor with nozzle Aluminized ducting tape Anemometer Anti-seize oil Belts Booties Business cards C02 cartridges Calibration equipment Capacitor tester Cell phone Circuit boards Circuit breakers Coil cleaner Combustion analyzer Contactors Copper pipe 3/8 - 7/8 Cordless drill Digital camera Digital thermometer Drill bits Drop cloth Drop light Duct sealant Duct tape Easy out

Electric drill motor Electrical gloves Electrical meter Electrical tape Electrical tools Electrical wire Electrical mat Electronic calculator Extendable magnet Extension cords Face shield Filter dryers Filters Fire extinguisher

First aid kit Fish tape Flashlight Flow hood Flux Fuses Gas valve Gasket material Glue

Ground fault interrupter Hand tools Headlight Hoses Hydrometer IAQ meter Infrared thermometer Inducer motors Key stock Ladder

Lap top computer with DDC software Leak detector

Liquid leak detector Lock tight Manometer Megohmmeter Micrometer Mirror Moisture meter Motors Multimeter Nitrogen

Nitrogen leak detector Nitrogen regulator Oxyacetylene torch Penetrating oil

Personal protection equipment Pipe bender Pitot tube PPE Pressure gauge Propane torch Psychrometer Pulley puller Pulleys

PVC glue and primer PVC pipe Radio Reciprocating saw Recovery bottles Recovery equipment Refrigerant Refrigerant gauges Refrigerant scale Relays Safety cone Safety tape Sand paper Sequencer

Sheet metal screws Shop vacuum Silicon Silver solder Soldering iron Spray bottle Stationary Tachometer Tape measure Thermometer Thermostat wire Thermostats Thread compound Thread tape Tool bags Tool boxes Transformers Vacuum pump Vacuum pump oil Van/Truck Vise Wire nuts Wire ties

References

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